$75MM AUM / $490K Gross Revenue / The majority of my book of business is invested in Mutual Funds. I also have a strong position in Stocks and Annuities with a much small holding in Alternative Investments (REITs, BDCs, Private Equity and Private Placements). I manage 110 households and 55% of the revenue I generate is fee based.
I'm looking to purchase a book with a minimum of $5MM in AUM and up to $75MM in AUM. .